The Silverline BlogExpert Salesforce tips & tricks, articles and musings. Sprinkled with fun.

Help & Training Articles

Dive into the Pardot Spring ‘18 Release Notes

Help & Training

As you may or may not know, Pardot has a rolling release schedule where new features become Generally Available (GA) as they’re deemed ready. Some of these features may be contingent on the Sales Cloud release but most come out on a rolling basis. Below are features that will deliver an immediate improvement to your marketing automation processes. SSL for Vanity Domains This MAJOR improvement to Pardot will impact any company looking for additional security.…
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Spring ’18 Release Highlights for Salesforce Admins!

Help & Training

As a Salesforce Admin, your job is a balancing act. You’ve got to maintain the health and efficiency of your company’s Salesforce org while also supporting the myriad of needs (and wishlists) from your colleagues. It’s with those challenges in mind that I pored over the release notes for Spring ‘18 and picked out five items that will make the life of all admins just a wee bit easier. Let’s dig in: To kick things…
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The Missing Salesforce Mobile SDK + React Native Tutorial

Help & Training

Preface: To SDK or not to SDK? If you’re looking to use the Android and iOS Mobile SDK’s in a React Native app, this tutorial is for you. There are two available strategies for building a Salesforce/React Native app: Roll your own OAuth & HTTP/REST implementation Use the Salesforce-provided Android & iOS Mobile SDK’s Option 1: The no-SDK route is not that hard “Rolling your own” may sound complicated but at present time, it is…
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Top 12 Salesforce Winter Release ’18 Features

Help & Training

Are you ready for the Winter ’18 Salesforce release? It’s right around the corner! After reviewing the release notes, here is a list of the 12 most interesting updates. 1. Business Intelligence Einstein analysis can be produced in one click. The Einstein app analyzes best practice key performance indicators with Salesforce data and then recommends the best charts and widgets to use. Also new in Sales Cloud, Einstein opportunity scoring allows sales reps to prioritize…
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Cold Calling: How to Make Sure Your SDRs Don’t Come for You

Help & Training

Thank you to everyone who has read and shared Cold Calling: A Millennial Perspective. If you haven’t read my previous article, I suggest you do so first as this one is elaborating on some of the popular topics. After posting that article, I received quite a few comments and messages from both SDRs and SDR managers asking for advice. The managers wanted to know what they can do to keep their SDRs happy and motivated, and…
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Non-Profit vs. For-Profit Salesforce Implementations

Help & Training

This year, I had the opportunity to participate in a NOEW weekend growth Hackathon where Silverline helped 6 local non-profit organizations enhance their Salesforce CRM implementations, automate more business processes, and help solve the challenges they were experiencing. NOEW is a business festival that happens every year to support entrepreneurship and innovation in New Orleans. This was the seventh consecutive year Silverline sent a volunteer team of technology consultants to help local start-ups and non-profits.…
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Cold Calling: A “Millennial” Perspective

Help & Training

I am a LinkedIn lurker. I rarely ever comment on things, occasionally I’ll “like” a post, and sometimes even wish someone a happy birthday, but primarily, I read. Since I got into business development I’ve joined quite a few sales/business development/best practices groups and some that are aimed exclusively at sales leadership titles. I did this because I enjoy reading the kind of questions these executives are posting, their pain points, success stories, etc. One…
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7 Favorite Features in the Salesforce Summer Release Notes ’17

Help & Training

Summer is upon us which means the world’s #1 CRM platform has become even better.  The release has been live for a few weeks now, and here are some of the new features we felt are noteworthy. 1. Improved Migration Assistant (applies to Classic) Restyled and even easier to use, the Lightning Experience Migration Assistant makes the transition from Classic to Lightning easier than ever.  Coupled with the Switch User to Lightning Experience tool (shown…
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Salesforce Marketing Cloud or Pardot … How do I pick?

Help & Training

I’ve been working with marketing automation tools for a little over 5-years and have had exposure to several tools, each with unique pros and cons. One question I am most often asked is “what is the difference between Marketing Cloud and Pardot?” I thought I would take some time and write-up one ladies opinion. I’ll start by saying, depending on who you talk to, some consultants prefer one tool over the other — personally, I…
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Tips on How to Prepare for the Marketing Cloud Email Specialist Exam

Help & Training

I have been working with Marketing Cloud (aka ExactTarget) for about 5 years and decided it was finally time to take my Marketing Cloud Email Specialist exam, but had no idea where to start. While Salesforce provides great materials for those who choose to take the exam, most people find that combining those materials with other techniques gives the best possible outcome. I take certification tests pretty seriously. I wanted to take the time to…
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